Brandywine Oak Private Wealth LLC Incresed Positions in Q2 2025

Brandywine Oak Private Wealth LLC

  • $1.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
17K
+ 2.59%
$153.67 - $176.74 $2.61M - $3M
673K $119M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
85.6K
+ 80.53%
$48.13 - $49.85 $4.12M - $4.27M
192K $9.41M
NVDA
Nvidia Corp

Technology
858
+ 1.15%
$94.31 - $157.99 $80.9K - $136K
75.6K $11.9M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
52.8K
+ 210.23%
$50.34 - $51.86 $2.66M - $2.74M
77.9K $4M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
16.2K
+ 6.04%
$67.03 - $80.35 $1.09M - $1.31M
285K $22.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
12.4K
+ 1.25%
$58.63 - $59.9 $727K - $743K
1M $59.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.98K
+ 1.16%
$79.56 - $82.92 $476K - $496K
523K $43.3M
AMZN
Amazon Com Inc

Consumer Cyclical
233
+ 0.72%
$167.32 - $223.3 $39K - $52K
32.8K $7.2M
URI
United Rentals, Inc.

Industrials
528
+ 16.58%
$551.94 - $753.4 $291K - $398K
3.71K $2.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.87K
+ 1.11%
$77.94 - $79.5 $380K - $387K
442K $35.2M
SCHO
Schwab Short Term Us Treasury

ETFs
21.6K
+ 1.57%
$24.19 - $24.45 $522K - $527K
1.4M $34M
REET
Ishares Global Reit ETF

ETFs
12.4K
+ 2.03%
$21.59 - $25.16 $268K - $313K
625K $15.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
787
+ 0.62%
$22.27 - $29.21 $17.5K - $23K
128K $3.75M
META
Meta Platforms, Inc.

Communication Services
202
+ 8.53%
$484.66 - $738.09 $97.9K - $149K
2.57K $1.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
35
+ 0.57%
$416.06 - $551.64 $14.6K - $19.3K
6.18K $3.41M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.72K
+ 129.4%
$54.19 - $67.22 $310K - $385K
10.1K $681K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.09K
+ 3.86%
$24.38 - $30.18 $99.8K - $123K
110K $3.32M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
111
+ 1.33%
$171.4 - $227.1 $19K - $25.2K
8.47K $1.92M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.46K
+ 4.49%
$23.55 - $27.67 $128K - $151K
127K $3.51M
VOX
Vanguard Communication Service

ETFs
125
+ 1.13%
$133.12 - $171.03 $16.6K - $21.4K
11.2K $1.91M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
21
+ 0.06%
$55.54 - $69.09 $1.17K - $1.45K
36.7K $2.54M
TSLA
Tesla, Inc.

Consumer Cyclical
14
+ 0.35%
$221.86 - $362.89 $3.11K - $5.08K
3.97K $1.26M
GLD
Spdr Gold Trust

ETFs
487
+ 9.52%
$273.71 - $316.29 $133K - $154K
5.6K $1.71M
WMT
Walmart Inc.

Consumer Defensive
946
+ 7.1%
$81.79 - $99.98 $77.4K - $94.6K
14.3K $1.4M
LMT
Lockheed Martin Corp

Industrials
357
+ 10.96%
$430.82 - $486.45 $154K - $174K
3.61K $1.67M
IVV
Ishares Core S&P 500 ETF

ETFs
7
+ 0.25%
$498.8 - $620.9 $3.49K - $4.35K
2.83K $1.76M
BX
Blackstone Inc.

Financial Services
274
+ 2.12%
$120.07 - $151.11 $32.9K - $41.4K
13.2K $1.97M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
120
+ 9.22%
$456.74 - $568.03 $54.8K - $68.2K
1.42K $807K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
608
+ 7.65%
$75.29 - $91.16 $45.8K - $55.4K
8.55K $770K
ITOT
Ishares Core S&P Total U.S. St

ETFs
147
+ 2.44%
$108.12 - $135.04 $15.9K - $19.9K
6.18K $834K
AXP
American Express CO

Financial Services
4
+ 0.31%
$231.39 - $318.98 $926 - $1.28K
1.28K $407K
BA
Boeing CO

Industrials
50
+ 3.64%
$136.59 - $217.51 $6.83K - $10.9K
1.42K $297K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.18%
$908.13 - $1056.85 $1.82K - $2.11K
1.13K $1.12M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
20
+ 0.21%
$114.78 - $133.31 $2.3K - $2.67K
9.54K $1.27M
VCR
Vanguard Consumer Discretionar

ETFs
11
+ 1.62%
$290.42 - $364.35 $3.19K - $4.01K
688 $249K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9
+ 0.17%
$90.56 - $109.49 $815 - $985
5.28K $577K
MO
Altria Group, Inc.

Consumer Defensive
194
+ 3.74%
$55.56 - $60.91 $10.8K - $11.8K
5.38K $315K
VDC
Vanguard Consumer Staples ETF

ETFs
7
+ 0.36%
$204.89 - $224.73 $1.43K - $1.57K
1.94K $424K
Bitwise Ethereum ETF
15K
+ 116.81%
N/A
27.8K $0
Bitwise Bitcoin ETF Tr
8.52K
+ 58.52%
N/A
23.1K $0
Ge Vernova Inc
80
+ 8.19%
N/A
1.06K $0
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
100
+ 1.83%
$45.07 - $52.57 $4.51K - $5.26K
5.57K $272K
TGT
Target Corp

Consumer Defensive
14
+ 0.6%
$88.76 - $105.77 $1.24K - $1.48K
2.33K $229K
DUK
Duke Energy Corp

Utilities
30
+ 0.8%
$112.46 - $124.05 $3.37K - $3.72K
3.76K $443K
VZ
Verizon Communications Inc

Communication Services
160
+ 1.69%
$41.67 - $45.62 $6.67K - $7.3K
9.64K $417K
UNP
Union Pacific Corp

Industrials
3
+ 0.04%
$208.27 - $238.46 $625 - $715
6.99K $1.61M
CC
Chemours CO

Basic Materials
6
+ 0.03%
$9.4 - $13.06 $56.4 - $78.4
23.7K $271K
HDV
Ishares Core High Dividend ETF

ETFs
695
+ 1.88%
$108.41 - $120.51 $75.3K - $83.8K
37.6K $4.41M
COP
Conocophillips

Energy
85
+ 1.11%
$82.66 - $106.1 $7.03K - $9.02K
7.74K $694K
Activity Summary
Buys All Purchases 70 New Holdings 16 Increased Positions 54 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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